Waverly Advisors’s Fidelity Emerging Markets Multifactor ETF FDEM Stock Holding History

Waverly Advisors’s Portfolio FDEM Stock Details FDEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$577K	Hold	15,893	–	–	﹤0.01%	1107
2026 Q1	$502K	Buy	+15,893	New	+$524K	﹤0.01%	1083
2025 Q2	–	Sell	-12,000	Closed	-$307K	–	1196
2025 Q1	$307K	Hold	12,000	–	–	﹤0.01%	917
2024 Q4	$303K	Hold	12,000	–	–	﹤0.01%	819
2024 Q3	$325K	Buy	+12,000	New	+$311K	0.01%	665

Other funds holding FDEM

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Storgate Dallas, Texas $482M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SFA

Salus Financial Advisors Colorado Springs, Colorado $203M AUM 18.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

Waverly Advisors's FDEM Position: Q2 2026 in Review

Waverly Advisors held its Fidelity Emerging Markets Multifactor ETF (FDEM) position steady in Q2 2026 at 15,893 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Waverly Advisors first reported a position in FDEM in Q3 2024 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold FDEM as of Q2 2026.

Waverly Advisors held 15,893 shares of Fidelity Emerging Markets Multifactor ETF worth $577K as of Q2 2026.
Waverly Advisors left its Fidelity Emerging Markets Multifactor ETF share count unchanged in Q2 2026.
Fidelity Emerging Markets Multifactor ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1107 holding.
Waverly Advisors first reported a position in Fidelity Emerging Markets Multifactor ETF in Q3 2024 and has held it in 5 quarters since.
80 funds tracked by Wall St. Rank held Fidelity Emerging Markets Multifactor ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.